Automated return of deposit on leavers final invoices
If the leaving date or term of a pupil was able to be entered into iSams/Fee Billing and Fee Billing then knew that any deposit registered as being held needed to be added to the final bill for that pupil, it would be much more efficient and need ...
It is currently not possible to view UPNs in Admissions Manager. It would be preferable to be able to view (and edit) this filed from Admissions Manager rather than having to go to Pupil Manager.
This would be useful if we could do bulk refund of deposits held for leavers- especially at the end of the year when we have lots of Year 13s leaving. This was something we could do as a bulk thing when we used PASS Thanks
It can be very difficult to see what you have selected when the row does not highlight when you point at it. This would be useful in lots of areas of iSAMS, like in a list of gradebooks. When you are editing, you have to keep checking the dates to...
We would like the ability to exclude trips from the Budget Check so that we can switch on 'Enforce'. No budget is put against trips so 'Enforce' would then stop users from raising orders.
Once a parent completes the electronic form on the Parent Portal, the form automatically gets added to their Pupil Manager record as a Document. Ideally the fields would also pull through to their profile as well (i.e. if using it as a consent for...
Option to mark General Ledger Accounts as Inactive
In our previous system, we were able to mark General Ledger accounts as "out of use" (inactive) to help maintain and declutter the general ledger. It also ensured no subsequent postings were made to the account. My current understanding is that th...
The current OOS process uses a time scale e.g. 9am to 1pm, I think it should be possible to have the choice to choose between a timescale or on a Period based scaled e.g. P1 OOS. Similar to the choice in cover manager. This will help with slight o...
Amend Variable Direct Debit Date after Invoice Production
As we cant see the whole bill when previewing invoices before publishing its really difficult to make sure you have entered the correct date for the DD collection when collecting extras separately to the Fees. It then falls to IFinance to come in ...
Feature Request: Missing Vital Fields in /api/registration/absencecodes Endpoint for Reporting
Dear iSAM Support Team, We are writing to request an enhancement to the Retrieves all non-archived absence codes endpoint: /api/registration/absencecodes. Currently, this endpoint is missing several vital fields that are available within the iSAMS...
